Triumph Capital Management
IBB icon

Triumph Capital Management’s iShares Biotechnology ETF IBB Stock Holding History

Triumph Capital Management’s Portfolio IBB Stock Details IBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$536K Buy
2,548
+16
+0.6% +$3.21K 0.09% 218
2026
Q2 		$482K Sell
2,532
-1,241
-33% -$213K 0.09% 223
2026
Q1 		$637K Buy
3,773
+223
+6% +$38.1K 0.13% 155
2025
Q4 		$599K Sell
3,550
-329
-8% -$53.4K 0.13% 152
2025
Q3 		$560K Sell
3,879
-764
-16% -$104K 0.15% 152
2025
Q2 		$587K Sell
4,643
-283
-6% -$34.7K 0.18% 142
2025
Q1 		$630K Sell
4,926
-121
-2% -$16.4K 0.21% 127
2024
Q4 		$667K Buy
5,047
+187
+4% +$26.3K 0.23% 111
2024
Q3 		$708K Buy
4,860
+1,634
+51% +$236K 0.25% 99
2024
Q2 		$443K Sell
3,226
-553
-15% -$73.8K 0.17% 140
2024
Q1 		$517K Sell
3,779
-84
-2% -$11.5K 0.21% 113
2023
Q4 		$525K Sell
3,863
-220
-5% -$26.8K 0.22% 94
2023
Q3 		$499K Buy
4,083
+35
+0.9% +$4.45K 0.23% 102
2023
Q2 		$514K Sell
4,048
-360
-8% -$46.8K 0.23% 94
2023
Q1 		$569K Sell
4,408
-922
-17% -$121K 0.29% 61
2022
Q4 		$700K Sell
5,330
-12,720
-70% -$1.64M 0.37% 59
2022
Q3 		$2.11M Sell
18,050
-5,060
-22% -$628K 1.15% 22
2022
Q2 		$2.72M Buy
23,110
+8,482
+58% +$1.01M 1.44% 15
2022
Q1 		$1.91M Buy
+14,628
New +$1.91M 0.83% 25

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LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return
Jefferies Financial Group
Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Albion Financial Group
Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return

Triumph Capital Management's IBB Position: Q3 2026 in Review

Triumph Capital Management increased its iShares Biotechnology ETF (IBB) stake by 0.63% in Q3 2026, buying an estimated $3.21K and bringing the position to 2,548 shares worth $536K. The position accounts for 0.09% of the portfolio, ranked #218.

Triumph Capital Management first reported a position in IBB in Q1 2022 and has held it in 19 quarters since. The position peaked at $2.72M in Q2 2022. 634 funds tracked by Wall St. Rank hold IBB as of Q3 2026.

  • Triumph Capital Management held 2,548 shares of iShares Biotechnology ETF worth $536K as of Q3 2026.
  • Triumph Capital Management bought 16 iShares Biotechnology ETF shares in Q3 2026, an estimated $3.21K.
  • iShares Biotechnology ETF made up 0.09% of Triumph Capital Management's portfolio in Q3 2026, its #218 holding.
  • Triumph Capital Management first reported a position in iShares Biotechnology ETF in Q1 2022 and has held it in 19 quarters since.
  • Triumph Capital Management's iShares Biotechnology ETF position peaked at $2.72M in Q2 2022.
  • 634 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.